- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Quant Quantamental Fund Regular vs Tata Ethical Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
Quant Quantamental Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Fund | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3698 Cr | ₹2122 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Aug 1996 | 20 Apr 2021 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 500 Shariah TRI | NIFTY 200 TRI |
| Turn Over | 11.72% | % |
| Expense Ratio | 1.93 | 2 |
| Manager | Abhinav Sharma | Sanjeev Sharma |
| ISIN Code | INF277K01956 | INF966L01AH5 |
| Exits Load | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | Quant Quantamental Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Month | 2.15% | 4.72% |
| 6 Month | 2.68% | 8.59% |
| 1 Year | -2.27% | 6.76% |
| 3 Year | 11.06% | 21.03% |
| 5 Year | 16.24% | - |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.65% | 4.72% |
| 1 Year | 4.49% | 17.73% |
| 3 Year | 7.35% | 15.3% |
| 5 Year | 9.75% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Year | 14.8% | 23.61% |
| 3 Year | 16.18% | 26.26% |
| 5 Year | 16.1% | - |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.5% | 17.328% |
| Sharp | 0.43% | 0.966% |
| Beta | 0.86% | - |
| Alpha | -0.67% | - |
Fund Managers
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Name | Abhinav Sharma | Sanjeev Sharma |
| Total AUM | ₹5613 Cr | ₹39731 Cr |
| Funds Managed | 3 | 22 |
| Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
Market Cap
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 8.67 | 43.02 |
| Mid Cap | 30.58 | 4.3 |
| Large Cap | 46.63 | 50.9 |
| Small Cap | 14.12 | 1.78 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 8.67 | 30.55 |
| Industrials | 12.34 | 6.83 |
| Technology | 20.48 | 0.88 |
| Basic Materials | 11.57 | - |
| Energy | 5.21 | 18.69 |
| Consumer Defensive | 10.65 | - |
| Healthcare | 12.94 | 4.3 |
| Consumer Cyclical | 14.11 | 5.85 |
| Utilities | 4.04 | 9.25 |
| Financial Services | - | 16.85 |
| Real Estate | - | 5.91 |
| Communication Services | - | 0.9 |
Top Comparisons
ICICI Prudential Floating Interest Fund - Growth
3Y Returns7.81%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.77%
HDFC Corporate Bond Fund - Growth Option
3Y Returns7.85%
PGIM India Corporate Bond Fund - Growth
3Y Returns7.28%
BANDHAN Credit Risk Fund - Regular Plan Growth
3Y Returns6.53%
Nippon India Credit Risk Fund - Growth Plan
3Y Returns8.41%
Invesco India Liquid Fund - Bonus Option
3Y Returns%
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns7.02%
